Start Building A Life Plan
Whether you are feeling overwhelmed, stuck, or just unsure we're here to help get you moving. Time is your most precious resource, let's make the most of it.
Identify Your Goals
Do you ever feel like you're just drifting through life, not really in control of your finances? Identifying your life and financial goals is the first step to taking control. When you know what you want to achieve, you can make a plan to get there. We can help you identify your goals, create a plan to reach them, and track your progress along the way.
Create Financial Security
Our past experiences heavily influence our financial behaviors. That's why financial security looks different for everyone. Your need for saving, investing, insurance, debt management, and estate planning is unique. We help you to consider them all to give you peace of mind and the freedom to live your adventure.
Enjoy The Moment
Too many financial experts focus on just building assets for retirement. This can lead you to feel like all you're doing is working and saving. We've been there and it sucks. That's why our focus is to help you seek balance in your life. Having a destination is great, but let's be sure to pick our heads up and enjoy the ride.
What We Offer
It doesn't matter where you are starting, or what obstacles you've encountered. We have what you need to level up your financial life.
Personal Finance & Planning Course
Take control of your financial life by building foundational skills, habits, and a life plan to maximize the value of your money. Our video based course is focused on young professionals but helpful for anyone wanting more life from their money. We keep it fun, engaging, and actionable. Perfect for the do-it-yourselfers.
Personal Finance Coaching
Access to our Financial Education course along with one-on-one coaching sessions. Sometimes you just need someone you can rely on to help you put the right pieces in place. Ideal for Young families or those with a slightly more complex financial life. Designed for those that like to operate independently but like to be able to check-in with an expert.
Financial Life Planning
Sometimes you want a deeper relationship with an advisor that undertands you and your goals. Life can a little crazy and it's good to have someone looking out for your financial well-being and is there when you need them. We're building something different so you won't need to move your assets to us. But we'll make sure your investment strategy and life plan are aligned.
Other Resources
We understand the timing may not be right for you to start working with us. But that doesn't mean we can't help you get the most life for your money. If you are in a tough financial spot, we have scholarships available through an application. We also have free resources, tools and our weekly newsletter that can all help you start taking control of your financial life.
Campfire Is The Guide To A Life Plan That Maximizes Your Wealth
There is no need to feel lost or unsure about your financial life. Everyone deserves a life plan that connects their purpose, goals, and finances and allows them to live the life adventure they choose. This balance of enjoying today while preparing for tomorrow is at the core of everything we do. Whether you are a do-it-yourselfer, someone that likes to validate your ideas with a professional, or prefer to delegate to an advisor - we have a solution. We're building a new and better way to do Financial Life Planning. No net worth requirements and no asset management fees. We aim to help you identify your financial purpose, set your goals, build your plan, and take action.
Book a Free Intro Session
The most challenging step of any journey is the first one! Book a free 20-minute session and let's start leveling up your Financial Life.
What Our Clients Say
“I just started my first full-time job out of college and wanted to make good financial decisions. I had no idea where to start until I found your course. Now I've got my goals set and feel like I have a great plan to maximize my money!”
Will,
Campfire Grad
My husband and I felt like all we were doing was trying to save money and never having any fun. It sucked. Our Campfire coach helped us find the right balance between saving and spending and we've got our first big trip planned!
Amy,
Finacially Fit
“I wanted to manage my own investments but couldn't find an advisor willing to help me. Campfire gives me the best of both world's and I've never felt more confident in my families' financial future. The monthly checklist emails are great too! ”
Gene,
Bases Covered